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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
7 Year Annuity
SCRAP BOOK
The Athene AccuMax 7 is a single premium indexed deferred annuity with a market value adjustment. The minimum single premium is $10,000. Beginning in the first contract year, the free withdrawal amount is the greater of 10% of the accumulated value or 10% of the initial premium. Surrender charges are seven years in duration and are waived in the event of qualified care, or diagnosis of a terminal illness. Withdrawals and taxable distributions may be subject to ordinary income tax and if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty. Guarantees based on claims paying ability of insurer. Products / features may not be available in all states. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #1645
WAIVERS
Waivers
Select all
Waiver #7418
Waiver #7419
Waiver #7420
Waiver #7421
Waiver #7422
WITHDRAWALS
Withdrawals
Select all
Withdrawal #1530
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #1447
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
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Premium Bonus
Features & Benefits
FEATURES
Features
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No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #1437
Guarantee #1739
Guarantee #1853
Guarantee #2050
Guarantee #2190
Guarantee #3093
Investments
SETTLEMENTS
Settlements
Select all
Settlement #1475
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
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No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
Voya IncomeProtector Withdrawal Benefit
DBR RIDERS
DBR Riders
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Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #1447
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #3073
Surrender #3074
Plans & Other
AGE
Age
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For IN, IA and MS
Most States
PRODUCT PLANS
Product Plans
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401 (a)
401 (k)
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #1447
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
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Voya Secure Index Opportunities Plus Annuity
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GROUP
Voya
COMPANY
Voya Insurance And Annuity Company
TYPE
Indexed Annuity
INCEPTION
Oct 17, 2005
‹
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Benefits & Guarantees
Financial
CUSIP
Transactions
Allocation Model
Investment Requirement
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
7 Year Annuity
SCRAP BOOK
The Athene AccuMax 7 is a single premium indexed deferred annuity with a market value adjustment. The minimum single premium is $10,000. Beginning in the first contract year, the free withdrawal amount is the greater of 10% of the accumulated value or 10% of the initial premium. Surrender charges are seven years in duration and are waived in the event of qualified care, or diagnosis of a terminal illness. Withdrawals and taxable distributions may be subject to ordinary income tax and if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty. Guarantees based on claims paying ability of insurer. Products / features may not be available in all states. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #1645
WAIVERS
Waivers
Select all
Waiver #7418
Waiver #7419
Waiver #7420
Waiver #7421
Waiver #7422
WITHDRAWALS
Withdrawals
Select all
Withdrawal #1530
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #1447
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Premium Bonus
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #1437
Guarantee #1739
Guarantee #1853
Guarantee #2050
Guarantee #2190
Guarantee #3093
Investments
SETTLEMENTS
Settlements
Select all
Settlement #1475
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
Voya IncomeProtector Withdrawal Benefit
DBR RIDERS
DBR Riders
Select all
Basic Death Benefit
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #1447
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #3073
Surrender #3074
Plans & Other
AGE
Age
Select all
For IN, IA and MS
Most States
PRODUCT PLANS
Product Plans
Select all
401 (a)
401 (k)
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #1447
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
→
←
Not available in states
Cancel